Accretive Wealth Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.69M | Sell |
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|
2025
Q2 | $6.71M | Sell |
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|
2025
Q1 | $7.07M | Buy |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.35M | Sell |
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|
2024
Q2 | $4.97M | Sell |
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|
2024
Q1 | $5.02M | Buy |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $4.04M | Sell |
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|
2023
Q2 | $4.21M | Buy |
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|
2023
Q1 | $4.23M | Sell |
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|
2022
Q4 | $3.92M | Buy |
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|
2022
Q3 | $3.25M | Sell |
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|
2022
Q2 | $3.6M | Sell |
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|
2022
Q1 | $3.91M | Sell |
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|
2021
Q4 | $3.73M | Sell |
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|
2021
Q3 | $3.59M | Sell |
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|
2021
Q2 | $3.83M | Buy |
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|
2021
Q1 | $3.58M | Sell |
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|
2020
Q4 | $5.21M | Buy |
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